Business Succession for Small Business Clients

Please Note:

After building up a successful small business and reaping its rewards, clients would be at a disadvantage if they did not
have a detailed business succession plan in place. A financial advisor who understands the options available can bring in
expert help where needed and help small business owners plan for their financial future of their company.

The Business Succession for Small Business Clients (BSSB) course gives advisors authenticity

BSSB teaches advisors the underpinnings of building a succession plan that utilizes the talent surrounding a small business
client. Aside from looking at all the options for succession, this course will discuss the affect of taxes on a succession
plan and the role of the executor when winding up the business of a deceased owner. BSSB will appeal to professionals working
in financial services in an advisory capacity, including investment advisors, wealth managers, financial consultants and planners.

Who should enrol?

The Business Succession for Small Business Clients (BSSB) course is designed for financial consultants and planners, wealth
managers, and investment advisors. This course is also relevant for mutual funds sales reps, life insurance sales agents,
and investment counsellors.